It’s almost time to don green and gold. That’s right, March 17 is upon us. There’s more to the holiday, however, than eating corned beef and cabbage and celebrating the Irish. For instance, St. Patrick is the patron saint of Ireland,...

Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year...

Investors have really enjoyed the market gains of the last 15 months, but the recent market volatility is also providing anxiety for some valid and obvious reasons. Below are a few common questions we’re getting… Is the...

Brian Worley is a founding partner of The Martin Worley Group. He utilizes his knowledge and experience to help clients effectively work toward achieving their goals by developing personalized financial plans and investment portfolios.

Terra has been providing tax & financial planning services for clients since 1999. She works to simplify the complexities of each client’s financial world, allowing them to focus on the things that matter most.

As our Client Support Specialist, Kari will likely be the first voice you hear when you call and the first person to greet you at our office. She will also assist you with scheduling financial updates and completing necessary paperwork.

Jack has been in the financial services industry since 1998. Jack's extensive experience in tax provides him with a unique ability to provide investment advice in a tax-efficient manner. Jack services his clients from our branch in Oregon.

Barry Watson joined us in January 2017. Prior to joining our firm, he developed an extensive skill set with significant experience with portfolio management, investment analysis, tax, estate, and financial planning.

Shandon joined our team in December 2017. He received his BS in Financial Planning from Utah Valley University and is currently working towards receiving his CFP® certification. Shandon worked his way through college at a local...

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